About Us

Simon Financial Company LLC was founded by Donald J. Simon in 1981.  Our clients include 350+ companies (blue collar to high tech). and many professional firms.

Don earned a Certificate from Harvard University/EDX® in Leadership. Don is a Certified Financial Planner (CFP) with the College for Financial Planning in Denver, CO.  Don is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) with The American College, King of Prussia, Pennsylvania. This knowledge coupled with his many years of experience demonstrates an important commitment to his clients success. Don also built from scratch a substantial Employee and Executive Benefits practice that was successfully sold to a competitor. Don now focuses on key management challenges and opportunities that firms face daily. Vision, engagement, priorities, clarity, execution, accountability and monitoring constantly are essential to thrive now. We collaborate with a team of five professionals to do back office technical work, each with 20+ years experience.

Don has a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia and is the author of the book The Zen of Personal Finance. Don is an active Member of the Dorchester and Talbot County Chamber of Commerce. When not working Don enjoys sailing and having fun with his son Josh, his partner Melinda and his grandchildren Scarlett and Althea.

Simon Financial Company LLC  419 Leonards Lane Cambridge MD 21613